PEM電解槽の市場規模、シェア、成長分析：用途別、容量範囲別、設置別、地域別 - 2025年～2032年の産業予測

PEM電解槽の世界市場規模は2023年に5億600万米ドルと評価され、2024年の6億6,000万米ドルから2032年には55億2,450万米ドルに成長すると予測され、予測期間（2025年～2032年）のCAGRは30.42%で成長しています。

世界のPEM電解槽市場は、様々な分野におけるグリーン水素の需要増に後押しされ、力強い成長を遂げています。プロトン交換膜技術への主な投資は、厳しい排出削減目標を達成し、水素の生産と純度を最適化することを目的としています。触媒材料と膜の耐久性における革新は、システムの効率を高めています。電解槽メーカーと再生可能エネルギープロバイダーとの戦略的パートナーシップは、多様な再生可能エネルギー源とリンクした固体高分子形燃料電池システムのスケーラブルな展開を促進し、よりクリーンなエネルギーへの移行におけるその重要性を浮き彫りにしています。さらに、センサーやIoTプラットフォームなどのデジタル監視技術の統合により、リアルタイムでの性能追跡、予知保全、ダウンタイムの削減が可能になります。ソフトウエア企業との共同イニシアティブにより、高度な分析ツールの開発が促進され、性能の最適化とライフサイクルコストの削減がさらに進んでいます。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次と一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析
• ケーススタディ

PEM電解槽の市場規模：用途別& CAGR（2025年～2032年）

• 市場概要
• グリーン水素製造
• パワー・ツー・ガス
• グリッド安定化
• その他

PEM電解槽の市場規模：容量範囲別& CAGR（2025年～2032年）

• 市場概要
• 1MW未満
• 1～5MW、5～10MW
• 10MW以上

PEM電解槽の市場規模：設置別& CAGR（2025年～2032年）

• 市場概要
• 集中化
• 分散型

PEM電解槽の市場規模& CAGR（2025年～2032年）

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 最近の市場動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 企業の詳細
  • 製品ポートフォリオ分析
  • 企業のセグメント別シェア分析
  • 収益の前年比比較（2022年～2024年）

主要企業プロファイル

• Nel ASA（Norway）
• ITM Power（UK）
• Thyssenkrupp（Germany）
• Plug Power（USA）
• Cummins（USA）
• Siemens Energy（Germany）
• McPhy Energy（France）
• Ohmium International（USA）
• Air Liquide（France）
• Linde（UK）
• Elogen（France）
• Panasonic（Japan）
• Toshiba Energy Systems & Solutions（Japan）
• Doosan Heavy Industries & Energy（South Korea）
• Mitsubishi Heavy Industries（Japan）

結論と提言

Global PEM Electrolyzer Market Size was valued at USD 506 Million in 2023 poised to grow from USD 660 Million in 2024 to USD 5524.5 Million by 2032, growing at a CAGR of 30.42% in the forecast period (2025-2032).

The global PEM electrolyzer market is experiencing robust growth fueled by the increasing demand for green hydrogen across various sectors. Major investments in proton exchange membrane technologies aim to meet stringent emissions reduction goals, optimizing hydrogen production and purity. Innovations in catalyst materials and membrane durability are enhancing system efficiency. Strategic partnerships between electrolyzer manufacturers and renewable energy providers are facilitating the scalable deployment of PEM systems linked to diverse renewable sources, highlighting their significance in the transition to cleaner energy. Additionally, the integration of digital monitoring technologies, such as sensors and IoT platforms, allows for real-time performance tracking, predictive maintenance, and reduced downtime. Collaborative initiatives with software companies are fostering the development of advanced analytics tools, further optimizing performance and reducing lifecycle costs.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global PEM Electrolyzer market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global PEM Electrolyzer Market Segments Analysis

The global PEM electrolyzer market is segmented based on application, capacity range, installation, and region. In terms of application, the market is divided into green hydrogen production, power-to-gas, grid stabilization, and others. Based on capacity range, the market is grouped into below 1 MW, 1-5 MW, 5-10 MW, and above 10 MW. Based on installation, the market is bifurcated into centralized and decentralized. Based on region, the market is segmented into North America, Europe, Asia-Pacific, Central & South America and the Middle East & Africa.

Driver of the Global PEM Electrolyzer Market

The growing demand for low-emission solutions across various industries, including ammonia production, oil refining, and steel manufacturing, is significantly propelling the need for green hydrogen, thereby boosting the global market for PEM electrolyzers. These systems are increasingly preferred due to their capability to generate high-purity hydrogen efficiently and their swift response to changes in energy supply, making them ideal for use with variable renewable energy sources. As industries enhance their efforts toward decarbonization, PEM electrolyzers are emerging as essential elements in the development of clean hydrogen value chains, further contributing to their market expansion.

Restraints in the Global PEM Electrolyzer Market

Despite technological progress, the Global PEM Electrolyzer market faces considerable challenges due to the high costs associated with catalyst materials and the intricate designs of the membranes. The restricted production scale results in elevated costs per unit, hindering the broader adoption of PEM electrolyzers. For many potential market entrants, the substantial initial investment remains a significant barrier, which persists until manufacturers can achieve greater design standardization and enhanced mass production capabilities. Until these issues are addressed, the market's growth and accessibility will continue to be constrained, limiting opportunities for expansive deployment of PEM electrolyzers.

Market Trends of the Global PEM Electrolyzer Market

The Global PEM Electrolyzer market is witnessing a significant trend towards the standardization of stack designs, promoting scalability and efficiency in deployment. This evolution is marked by a shift from custom-built stacks to modularized architectures, enabling manufacturers to produce streamlined units comprised of repeatable components. By adapting configurations to varying scales, this approach not only reduces production costs but also simplifies integration and accelerates delivery times. Additionally, standardization enhances predictability in maintenance and performance benchmarking, making these systems increasingly viable for industrial and utility-grade applications where rapid scalability is essential.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Case Studies

Global PEM Electrolyzer Market Size by Application & CAGR (2025-2032)

• Market Overview
• Green Hydrogen Production
• Power-to-Gas
• Grid Stabilization
• Others

Global PEM Electrolyzer Market Size by Capacity Range & CAGR (2025-2032)

• Market Overview
• Below 1 MW
• 1-5 MW, 5-10 MW
• Above 10 MW

Global PEM Electrolyzer Market Size by Installation & CAGR (2025-2032)

• Market Overview
• Centralized
• Decentralized

Global PEM Electrolyzer Market Size & CAGR (2025-2032)

• North America (Application, Capacity Range, Installation)
  • US
  • Canada
• Europe (Application, Capacity Range, Installation)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Application, Capacity Range, Installation)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Application, Capacity Range, Installation)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Application, Capacity Range, Installation)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Nel ASA (Norway)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ITM Power (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Thyssenkrupp (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Plug Power (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Cummins (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Siemens Energy (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• McPhy Energy (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ohmium International (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Air Liquide (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Linde (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Elogen (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Energy Systems & Solutions (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Doosan Heavy Industries & Energy (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsubishi Heavy Industries (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations